Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) | -0.50% | -8.25% | -6.96% | 4.65% | 1.55% | 5.82% | 5.59% | 6.17% |
Data as of 05/14/2025, AR inception is 10/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) | 10/30/1996 | 05/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -31.44 | -8.25 | -6.96 | 4.65 | 1.55 | 5.82 | 5.59 | 6.17 | -0.50 | -3.44 | 4.95 | -26.62 | 11.69 | 9.19 | 28.90 | -18.19 | 13.85 | 16.28 | -2.40 | 5.27 | 45.32 | 12.04 | -3.75 | 20.06 | 37.41 | -32.84 | -2.49 | 19.50 | 11.02 | 19.38 | 29.68 | -14.44 | -3.55 | -2.63 | 10.09 | 7.50 | 19.07 | 4.68 |
| Sharpe Ratio | NA | -1.03 | -0.74 | -0.21 | -0.16 | NA | NA | 0.14 | -1.03 | -0.58 | 0.04 | -0.97 | 0.62 | 0.20 | 1.76 | -1.13 | 1.33 | 0.90 | -0.16 | 0.44 | 4.17 | 0.83 | -0.14 | 1.06 | 1.23 | -0.79 | -0.38 | 1.57 | 0.81 | 1.64 | 2.07 | -0.76 | -0.34 | -0.38 | 0.53 | 0.27 | 1.17 | 4.43 |
| Standard Deviation(%) | NA | 43.15 | 30.99 | 27.82 | 25.43 | NA | NA | 21.52 | 66.76 | 17.42 | 16.41 | 29.07 | 18.94 | 44.02 | 15.66 | 17.24 | 10.01 | 17.84 | 15.20 | 12.07 | 10.87 | 14.57 | 27.35 | 18.87 | 30.32 | 42.46 | 14.35 | 10.39 | 10.93 | 11.25 | 14.03 | 20.50 | 17.46 | 17.55 | 13.04 | 15.40 | 13.28 | 6.35 |
| Draw Down(%) | NA | 43.11 | 48.41 | 54.66 | 54.66 | NA | NA | 57.53 | 35.47 | 16.49 | 13.98 | 30.49 | 14.22 | 45.62 | 8.87 | 27.76 | 6.75 | 14.18 | 13.97 | 9.52 | 4.05 | 11.96 | 27.07 | 16.76 | 29.16 | 49.36 | 14.76 | 8.93 | 6.37 | 7.62 | 12.09 | 29.88 | 17.29 | 13.21 | 9.71 | 15.66 | 8.01 | 2.46 |
| Yield(%) | 32.23 | 29.41 | 8.73 | 8.20 | 6.45 | 9.01 | 7.35 | 8.88 | 31.92 | 0.24 | 0.44 | 0.18 | 0.00 | 0.21 | 15.23 | 7.46 | 4.79 | 3.50 | 17.54 | 6.65 | 8.89 | 0.85 | 0.57 | 0.29 | 0.27 | 0.23 | 10.04 | 5.89 | 39.18 | 1.66 | 1.53 | 0.72 | 1.38 | 1.78 | 1.16 | 1.91 | 2.22 | 1.24 |
Data as of 05/14/2025, AR inception is 10/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) |
-14.99%
Feb 2006 - Feb 2009 |
-4.08%
Feb 2004 - Feb 2009 |
-0.11%
Feb 1999 - Feb 2009 |
5.08%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVEAX (STERLING CAPITAL MID VALUE FUND A CLASS) |
29.02%
Feb 2009 - Feb 2012 |
25.52%
Feb 2009 - Feb 2014 |
15.08%
Feb 2009 - Feb 2019 |
11.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart